LEGACY WEALTH PARTNERS, LLC

LEGACY WEALTH PARTNERS, LLC of LAKEWOOD, CO is an SEC-registered investment adviser (CRD 333032). Regulatory assets under management: $646.0M.

Registration

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions.

Officers, owners & control persons (8)

NameRoleLocation
Alexander Grant CameronMANAGING MEMBER/CCO
Rex Charles EmeryMANAGING MEMBER
Andrew Todd FeldmanMEMBER
Melissa Ann WagnerMEMBER
WAGNER TERESA ANNMEMBER
FELDMAN JONATHAN TODDMEMBER
CAMERON ALEXANDER GRANTMANAGING MEMBER/CCO
EMERY REX CHARLESMANAGING MEMBER

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